See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,766 | $116,175-24.5% | $93,606-6.2% | $152,861-42.6% |
| Participation rate | 71.4% | 78.0%-6.6pp | 75.8%-4.4pp | 82.4%-11.0pp |
| Annual return | 4.89% | 35.96%-31.1pp | 32.76%-27.9pp | 345.32%-340.4pp |
| Employer contribution / active EE | $1,462 | $3,218-54.6% | $2,718-46.2% | $4,762-69.3% |
| Participant deferral / active EE | $2,924 | $4,603-36.5% | $4,069-28.1% | $5,850-50.0% |
| Admin fee / account holder | $80 | $10,748-99.3% | $7,888-99.0% | $11,596-99.3% |